Beta Wealth Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $580K | Buy |
7,048
+115
| +2% | +$9.47K | 0.21% | 61 |
|
|
2025
Q1 | $599K | Sell |
6,933
-1,172
| -14% | -$101K | 0.22% | 53 |
|
|
2024
Q4 | $657K | Sell |
8,105
-671
| -8% | -$54.4K | 0.29% | 53 |
|
|
2024
Q3 | $779K | Sell |
8,776
-465
| -5% | -$41.3K | 0.35% | 49 |
|
|
2024
Q2 | $711K | Sell |
9,241
-4,142
| -31% | -$319K | 0.34% | 52 |
|
|
2024
Q1 | $964K | Buy |
13,383
+6,149
| +85% | +$443K | 0.47% | 40 |
|
|
2023
Q4 | $532K | Sell |
7,234
-2,845
| -28% | -$209K | 0.28% | 57 |
|
|
2023
Q3 | $665K | Buy |
10,079
+412
| +4% | +$27.2K | 0.39% | 46 |
|
|
2023
Q2 | $708K | Buy |
9,667
+1,178
| +14% | +$86.3K | 0.41% | 46 |
|
|
2023
Q1 | $600K | Sell |
8,489
-1,405
| -14% | -$99.2K | 0.34% | 50 |
|
|
2022
Q4 | $676K | Buy |
9,894
+1,834
| +23% | +$125K | 0.45% | 45 |
|
|
2022
Q3 | $579K | Buy |
+8,060
| New | +$579K | 0.42% | 46 |
|